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⚲
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| Physician Wealth Solutions Inc
✚
|
|
|---|---|
| CRD # | 151570 |
| SEC # | 801-109977 |
| CIK # | 0002007116 |
| AUM | $256.6 M (2025-02-10) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 404-386-7641 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 37 | 15.7 |
| (b) Individuals (high net worth individuals) | 68 | 240.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 447 | 256.6 |
| By Discretionary | ||
| Discretionary | 447 | 256.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 447 | 256.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 256.6 | |
| Total | 447 | 256.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002007116] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
ORBA Wealth Advisors LLC
✚
|
IL | 0.3 |
|
Shore Point Advisors LLC
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|
NJ | 0.3 |
|
Insight Strategic Wealth LLC
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|
TN | 0.3 |
|
Johnson Wealth Management LLC
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|
ND | 0.3 |
|
American Financial & Tax Strategies Inc
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NY | 0.3 |
|
IFS Advisors Inc
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|
FL | 0.3 |
|
Freeman Will & Niemeier Inc
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|
IN | 0.3 |
|
Heritage Asset Advisors Ltd LLP
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|
0.3 | |
|
Opinicus Capital Inc
✚
|
FL | 0.3 |
|
Bull Street Advisors LLC
✚
|
GA | 0.3 |